+47.9%
XBI vs NTAP
+66.6%
-18.7%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.3% | +2.7% |
| 7D | +1.0% | -16.1% | +17.1% | +1.7% |
| 30D | +1.9% | -15.9% | +17.8% | +2.5% |
| 3M | +4.8% | -1.2% | +6.0% | +4.7% |
| 6M | +19.3% | +70.1% | -50.8% | +15.6% |
| YTD | +30.6% | +77.9% | -47.3% | +25.2% |
| 1Y | +47.9% | +68.1% | -20.2% | +43.0% |
| All | +47.9% | +66.6% | -18.7% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NTAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling